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About

IPM Financial Planning Ltd was established in August 2014 when its Director, Ian Massey, accepted an invitation to become a Partner Practice of St. James’s Place Wealth Management. We offer a comprehensive, face to face advisory service to individuals, business owners and trustees, and provide our clients with a trusted source for all of their wealth management and financial planning solutions.

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.